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Cypress Wealth Services’s Duke Energy DUK Stock Holding History

Cypress Wealth Services’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Sell
5,209
-575
-10% -$72.5K 0.08% 187
2026
Q1 		$757K Buy
5,784
+137
+2% +$17.1K 0.11% 154
2025
Q4 		$662K Buy
5,647
+599
+12% +$73.1K 0.09% 170
2025
Q3 		$625K Buy
5,048
+82
+2% +$9.95K 0.1% 155
2025
Q2 		$586K Buy
4,966
+100
+2% +$11.8K 0.1% 156
2025
Q1 		$594K Sell
4,866
-187
-4% -$21.3K 0.12% 137
2024
Q4 		$544K Sell
5,053
-497
-9% -$56.3K 0.11% 145
2024
Q3 		$640K Buy
5,550
+1,609
+41% +$179K 0.13% 118
2024
Q2 		$395K Buy
3,941
+29
+0.7% +$2.9K 0.09% 168
2024
Q1 		$378K Sell
3,912
-137
-3% -$13K 0.09% 172
2023
Q4 		$393K Sell
4,049
-90
-2% -$8.19K 0.1% 165
2023
Q3 		$365K Hold
4,139
– – 0.1% 165
2023
Q2 		$380K Buy
4,139
+824
+25% +$77.8K 0.1% 161
2023
Q1 		$320K Sell
3,315
-552
-14% -$54.5K 0.09% 176
2022
Q4 		$398K Buy
3,867
+226
+6% +$21.7K 0.13% 146
2022
Q3 		$324K Buy
3,641
+26
+0.7% +$2.79K 0.11% 155
2022
Q2 		$388K Buy
3,615
+702
+24% +$77.2K 0.12% 144
2022
Q1 		$325K Buy
2,913
+586
+25% +$60.9K 0.09% 168
2021
Q4 		$244K Buy
2,327
+95
+4% +$9.63K 0.07% 202
2021
Q3 		$218K Sell
2,232
-686
-24% -$71K 0.07% 204
2021
Q2 		$288K Buy
2,918
+593
+26% +$59.6K 0.08% 202
2021
Q1 		$224K Sell
2,325
-1,232
-35% -$112K 0.05% 262
2020
Q4 		$326K Buy
+3,557
New +$329K 0.07% 195
2020
Q3 		– Sell
-3,959
Closed -$326K – 314
2020
Q2 		$316K Buy
3,959
+102
+3% +$8.62K 0.08% 199
2020
Q1 		$312K Buy
3,857
+96
+3% +$8.82K 0.09% 176
2019
Q4 		$343K Buy
3,761
+294
+8% +$27K 0.09% 177
2019
Q3 		$332K Buy
3,467
+68
+2% +$6.19K 0.09% 175
2019
Q2 		$300K Buy
3,399
+291
+9% +$25.7K 0.09% 191
2019
Q1 		$280K Buy
3,108
+72
+2% +$6.35K 0.09% 187
2018
Q4 		$262K Buy
3,036
+24
+0.8% +$2.04K 0.1% 169
2018
Q3 		$241K Buy
3,012
+72
+2% +$5.82K 0.09% 188
2018
Q2 		$232K Sell
2,940
-1,566
-35% -$120K 0.09% 194
2018
Q1 		$349K Sell
4,506
-413
-8% -$31.9K 0.15% 129
2017
Q4 		$414K Buy
+4,919
New +$430K 0.17% 119

Other funds holding DUK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cypress Wealth Services's DUK Position: Q2 2026 in Review

Cypress Wealth Services reduced its Duke Energy (DUK) stake by 9.9% in Q2 2026, selling an estimated $72.5K and leaving 5,209 shares worth $659K. The position accounts for 0.08% of the portfolio, ranked #187.

Cypress Wealth Services first reported a position in DUK in Q4 2017 and has held it in 34 quarters since. The position peaked at $757K in Q1 2026. 896 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Cypress Wealth Services held 5,209 shares of Duke Energy worth $659K as of Q2 2026.
  • Cypress Wealth Services sold 575 Duke Energy shares in Q2 2026, an estimated $72.5K.
  • Duke Energy made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #187 holding.
  • Cypress Wealth Services first reported a position in Duke Energy in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Duke Energy position peaked at $757K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.